Farmand Investment Services, Inc.

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Client assets under management

$28,542,939

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$1,297,406

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Main office location

Farmand Investment Services, Inc.

4233 Atlantic Blvd

Jacksonville FL 32207, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 904-396-6838

Advisors at this firm

Steven F

Series 65

Jacksonville, FL

Farmand Investment Services, Inc.

Steven Farmand is a financial advisor at Farmand Investment Services, Inc. in Jacksonville, FL, holding a Series 65 designation with two years of industry experience. He has been with Farmand Investment Services since 2007. Farmand Investment Services is a small firm with two advisors, providing financial advisory services.

Mike F

Series 65

Jacksonville, FL

Farmand Investment Services, Inc.

Mike Farmand is a financial advisor at Farmand Investment Services, Inc. with 22 years of industry experience. He holds a Series 65 designation and has also been a partner and shareholder at Farmand, Farmand & Farmand, LLP, CPAs since 1975. In addition to his advisory role, he works 20-25 hours per week at the CPA firm. Farmand Investment Services, Inc. is a small firm based in Jacksonville, FL, serving clients with supported advisory services.

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